Senior Regional Consultant (Investment Management)

Location: New York, United States; hybrid work environment with remote and onsite work

Base salary: $95,000 per year, plus competitive commission pay.

Company

hirify.global provides investment products and services to financial professionals, institutions, and individual investors.

What you will do

• Sell MFS investment products and services through broker-dealer, regional, independent, and bank channels.
• Conduct sales meetings, promote MFS services, and develop territory and divisional sales strategies.
• Act as the primary contact and subject matter expert for clients, managing relationships and responding to their needs.
• Build sales by prospecting new producers, developing dealer relationships, and identifying opportunities with regional firms.
• Coordinate with Sales, Client Service, Product, Compliance, and Marketing teams to execute regional business plans.
• Maintain accurate CRM and client documentation, support regulatory events, and ensure compliance with internal and external requirements.

Requirements

• Bachelor’s degree or equivalent experience.
• 8–12+ years of related experience.
• Strong interpersonal, communication, leadership, analytical, organizational, selling, and presentation skills.
• In-depth investment product and industry knowledge.
• Ability to meet extensive travel requirements and balance territory production with management responsibilities.
• FINRA Series 7 and 63 registrations are required in accordance with MFS licensing policy.

Nice to have

• Proficiency in Spanish.

Culture & Benefits

• Collaborative culture focused on strong ideas, care, and inclusive teamwork.
• MFS contributes an amount equal to 15% of base salary to a separate retirement account, in addition to a company-sponsored 401(k).
• Education assistance includes loan contributions, tuition reimbursement, and access to discounted tutors and college coaches.
• Generous paid time off and fully paid maternity, parental, and caregiver leaves.
• Medical and dental plan options, Health Savings Account contributions, commuter benefits, flexible spending accounts, and wellness programs.